What explains the growing disconnect between Bitcoin’s strength in 2025 and Strategy’s lagging stock, once the market’s favorite equity proxy for the asset? Summary Bitcoin hit record highs above $124,000 in 2025, yet Strategy Inc’s stock fell nearly 9% and trades one third below its 52-week high. The company holds about 629,000 BTC worth $72.5
Digital assets are increasingly becoming a mainstream part of global football, with crypto sponsorship spending in the sport reaching $565 million in the 2024/25 season, according to a recent report by B2Binpay. That figure represents a 20% year-on-year increase and mirrors the broader adoption of decentralized finance (DeFi) and digital assets, with DeFi’s total value
This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. Investors seemed to be looking for direction during Monday’s session. Major indexes traded sideways all morning and into the early afternoon, flipping between the mildest of gains and losses ahead of what may turn into a volatile week. First, geopolitical tensions
KindlyMD (NAKA), the Nasdaq-listed firm that’s recently merged with bitcoin BTC$116,306.80 treasury firm Nakamoto closed a $200 million convertible note offering late Friday. The convertible notes bear no interest in the first two year, then they carry a 6% annual rate starting in year three until maturity in 2028. The firm intends to use the
Today, Bowmore, one of Scotland’s oldest distilleries, is launching its first-ever line of tokenized whisky bottles directly through nft.suntory.com, in collaboration with Avalanche, the decentralized, open-source Layer 1 platform. Available for presale starting today, this special collection will debut on September 30, 2025, during TOKEN2049 Singapore. The partnership brings together heritage, innovation and a new
On July 31, MicroStrategy (MSTR) published explicit forward guidance, “We will not issue MSTR below 2.5x mNAV except to pay interest and dividends.” Fast forward to this morning, and founder Michael Saylor has modified that guidance entirely, allowing dilution of MicroStrategy shareholders “when otherwise deemed advantageous to the company.” That remarkable about-face leaned heavily on
SentrAI, an AI agent platform, today announced a strategic partnership with WeNode, a DePIN network powered by AI. This partnership is a major milestone for the two tech organizations to drive advancement in AI and DePIN ecosystems. SentrAI is not just riding the AI trend; it is developing a system that integrates artificial intelligence with
Blockchain gaming project Ronin Network said it will migrate from a standalone sidechain back to Ethereum as a Layer 2, calling the move a “homecoming.” Meanwhile, the network’s total value locked (TVL) remains far below the billion-dollar levels seen before its April 2022 bridge exploit. In a blog post on Friday, Aug. 15 Sky Mavis